Your AI Receptionist for Accounting Firms
Kolivri’s AI voice agent answers every call to your accounting firm — handling client inquiries about tax deadlines, appointment scheduling, document requests, and billing questions. Your staff stays focused on the numbers while AI handles the phones.
What Your AI Phone Agent Handles
Tax Season Call Management
During peak tax season, call volume can spike 10x. Your AI agent handles the surge — answering questions about filing deadlines, required documents, and appointment availability without putting anyone on hold.
Appointment Scheduling
Books consultations with the right accountant or tax advisor. Checks calendar availability, confirms meeting type (in-person, phone, video), and sends SMS confirmation — all during the call.
Client Document Requests
Handles requests for tax assessments, financial statements, and audit reports. Creates a task for your team with the specific document needed, client details, and urgency level.
Billing & Payment Inquiries
Answers questions about invoices, payment status, and fee structures. Routes complex billing disputes to the right person with full context.
New Client Intake
Captures new client details — business type, services needed, current accounting setup — and schedules an initial consultation. No lead falls through the cracks.
Knowledge Base Powered Answers
Your AI agent is trained on Israeli tax law, VAT reporting deadlines, National Insurance requirements, and your firm’s specific services and pricing structure. It gives accurate, firm-specific answers — not generic information.
Why Accounting Firms Choose Kolivri
- Handle tax season call spikes — AI answers instantly even when every line is busy
- Hebrew, English, Russian, Arabic — serve your diverse client base
- Trained on your firm — knows your services, team members, and procedures
- Creates follow-up tasks — nothing gets lost between the call and the action
- After-hours coverage — capture leads and handle urgent requests 24/7
- CRM integration — every call logged to the client record automatically
Results CPA Firms See
- 80% of routine calls handled without human intervention
- Zero missed calls during tax season peaks
- Staff reclaims 15+ hours per week previously spent on phone
- New client conversion up 30% from faster response times
Ready to Free Your Team from the Phone?
Book a demo to hear your AI voice agent handle real accounting firm call scenarios — from tax deadline questions to appointment booking. Setup takes under a week.
